Financial Advisor
.As a Thrivent Financial Advisor, I strive to help you combine your values and finances in ways that help empower you to reach your goals. I'll evaluate your situation and work with you to develop a financial plan, built around your goals and dreams, using an appropriate combination of strategies and solutions, which may include insurance products, investments, or dedicated planning services. In my free time, I enjoy painting pottery, riding my bicycle, being at the lake, travel with my wife, Marie, and spending time with our 2 adult children, whenever possible.
- Children's Hospital at Erlanger Toy Drive
- Habitat for Humanity of Greater Chattanooga and Cleveland
- Belvoir Christian Academy "Teachers' Wish List" Fundraisers
- Life & Health Insurance Licenses
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Five distinct industry designations
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Behavioral Financial Advisor™
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Alabama
- California(Insurance Lic. #0A95286)
- Colorado
- Connecticut
- Florida
- Georgia
- Idaho
- Illinois
- Indiana
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Michigan
- Minnesota
- Mississippi
- Missouri
- New Mexico
- North Carolina
- Ohio
- Oregon
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Utah
- Virginia
- West Virginia
- Wisconsin
Insights
Your commitment to serve can shape what’s next.
Skills you strengthened through military service can continue making an impact in a financial advisor career, helping clients navigate important decisions and work toward meaningful goals.
See where your strengths could lead at Thrivent: https://thriventcareers.com/4dW6z2v
Charitable remainder trusts: How they work, pros and typesA lot of people wish they could give more to the causes they cherish while keeping up with the cost of their daily life. A charitable remainder trust is one way to balance those goals by providing income now and a gift to charity later.
Here's how it works and what to consider.
Charitable remainder annuity trusts (CRATs): Definition, pros & consWhen it comes to charitable giving, most people are balancing two important priorities. They want to make an impact in the future while still meeting financial needs today. A charitable remainder annuity trust, or CRAT, can provide a fixed income stream to you or a loved one for a specified period, with the remaining assets ultimately going to a tax-qualified charity.
If you’re interested in learning more, this article does a good job exploring the pros, cons and key considerations of CRATs.
Questions? Let’s discuss the possibilities together.
Office location
Chattanooga Location
118 Lee Parkway Dr Ste 305
Chattanooga, TN 37421
Phone423-648-0614Fax423-892-3736HoursChattanooga, TN 37421
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations